TITLE : Finding Individual Funders: the art of successful research
CITY : San Francisco , CA
DATE : Wednesday, October 28, 2009
TIME : 8:00 AM - 9:15 AM
PRICE : $ 65.00
Finding Individual Funders: the art of successful research

Are you looking to establish a major gifts component to your capital, annual, or planned giving campaign but wondering where to begin? Prospect research is an integral part of any well-rounded fund development plan and can make all the difference in boosting your average gift size, but it can be a daunting task for the uninitiated. Too often, there’s a lack of direction and more importantly, a lack of information. Learning how to describe your ideal donor, developing data mining skills, and devising a plan to cultivate donor relationships is the key to getting to “Yes.”

In this session, learn the basic prospect research building blocks:

- Project planning: what are you trying to find funding for?
- Profile your funders: what (and who) is a prospect?
- Prospect research tools: using web-based tools to identify eligible funders 
- Building a pool of potential prospects
- Prospect tracking: planning and recording significant interactions with potential funders

Attendees will leave this session convinced of the importance of prospect research and equipped with the fundamental tools needed to develop a successful plan for getting started.
Speakers for this session:

Stuart Canning
Associate Director of Development
San Francisco Symphony

Stuart has more than 10 years of experience identifying and soliciting funders for major and principle gifts in higher education and the arts. Early in his career, he spearheaded Brown University`s international advancement team in Latin America, the Caribbean, and Europe, working with governments and individuals in support of Brown`s global initiatives. After working in France as a consultant for the American University of Paris, he returned to the United States in 2005 to take on the role of Associate Dean for External Relations in the School of Humanities and Sciences at Stanford University. Here, Stuart helped develop the strategic plan for a $600 million campaign. In 2007, Stuart joined the San Francisco Symphony as the Associate Director of Development. He currently manages all individual giving, including principle and major gifts, gift planning, research and annual giving.

Holly Million
Director
Golden Poppy Productions, LLC

Holly Million has been a professional fundraiser, serving nonprofit organizations and independent filmmakers in the San Francisco Bay Area, for nearly twenty years. Experienced in meeting fundraising goals in excess of $1 million, she has managed prospect identification, profile development, and board member prospect list development and evaluation for Acterra, GirlSource, Goodwill Industries of San Francisco, SFJAZZ, San Mateo and Marin Counties, and many other organizations. She has managed the process of developing prospects and turning them into donors throughout her career. In 1997, Holly secured funding for the Academy Award-winning film, "A Story of Healing," and today she continues to raise money for independent films. Holly is the author of "Fear-Free Fundraising: How to Ask People for Money." Holly has an MA in Education from Stanford University, and a BA in English from Harvard University

Maggie O`Brien
Prospect Management and Research Manager
San Francisco State University/Univ Development

Maggie began with SF State in 2006 as a Prospect Research Analyst, and was promoted to her current position in 2007. She manages two researchers and is responsible for coordinating and conducting research on individuals and organizations and managing prospect pools for University Development. Maggie has been in the research and information management field for more than 20 years. She has worked in for-profit and non-profit organizations including Pacific Gas & Electric, the Charles and Helen Schwab Foundation and RCM Capital Management. She is a member of the Association of Professional Researchers for Advancement (APRA), Council for Advancement and Support of Education (CASE) and California Advancement Researchers Association (CARA); currently she serves on the CARA board. Maggie is an alumna of SF State and San Jose City College, receiving her degree in Journalism. She has also taken coursework in Library Science at UC Berkeley.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Tuesday October 27, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 65.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 65.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Tuesday October 27, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 65.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:30 PM - 4:45 PM

$ 65.00

 Advanced

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Wednesday October 28, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 125.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 65.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 65.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 65.00

 Advanced
Fundraising in the one-person development shop: making the most of a shoestring budget

1:45 PM - 5:00 PM

$ 125.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 65.00

 Intermediate


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